Working with Linked Permits

Use the Linked Permits page to view all the permits that are linked to your permit application. If the intake form for the application collected the primary permit or subapplications, then the Linked Permits page initially lists those multiple applications provided during the intake process.

The permit detail displays the Linked Permits page only if the source permit is the primary permit or it is a subapplication that is linked to a primary permit. Applicants and agency staff use this page to manage the application links.

Viewing Linked Permits

View the list of permit applications linked to the current permit application.

  1. Access the detail page for the permit you are working with.

  2. Click the Linked Permits link in the left panel to view the Linked Permits page.

    You can also access this page by clicking the <Number> Subapplications link on the Overview page header of a primary permit

  3. Review the details of the linked applications:

    Page Element

    Description

    Condition

    Displays the condition icon, if applied to the linked permit. Click the condition icon on the row to open the Conditions modal page and view the details.

    Fee Due

    Displays if there is a fees due balance for the linked permit. Click the icon on the row to open the Fees Details modal page and view the fee items.

    Application

    Primary

    View the identifier of the linked application. The Primary icon shows if the linked application is the primary permit for the selected permit application.

    Note: The primary permit record always appears at the top of the list, followed by current application, and then all the permit subapplications that are linked to the primary permit.

    Current Application

    Indicates that the record is the current application.

    Application Type

    View the type of application.

    Status

    View the status of the linked permit application.

    Property

    View the property address of the linked permit application.

    City

    View the city of the linked permit application.

    Description

    View the description of the linked permit application.

    Received

    View the date on which the linked application was received by the agency.

    Expiration

    View the expiration date of the linked application.

    Pay

    Click the button to open the Pay Fees page, review the details, and click Continue to access the Checkout page.

    Actions

    Click the button and select the Remove Application Link option to remove the link from the permit application. This action will remove the record from the list.

    Note: If your current application is a subapplication and if you remove the link to its primary application, then the current application will no longer be a subapplication.

Applying for Subapplications

Applicants and agency staff can create new subapplications from the primary permit application that they are working with. Click the Apply for Subapplication action from any of the following locations:
  • Linked Permits page in the primary permit details.

  • Permit list page: Click the Actions menu on your primary permit record or click the View Subapplication link under the Relationship Details column to open the Linked Permits modal page.

  • Header of the permit detail pages. A View Subapplications link appears if the primary permit application is already linked to one or more subapplications. Click the link.

Note: The Apply for Subapplication action is available only for primary permits and for permits that are neither primary nor subapplication. After such a standalone permit is marked as a subapplication to a primary permit, this action is not available.
  1. On the Apply for Subapplication page, review the details in the Copy From section and enter value:

    Elements on the Apply for Subapplication page - Copy From section.

    Element Description

    Copy From

    Review the details of the source primary permit.

    Field for selecting the number of copies to make

    Enter the number of subapplications you want to create, or use the increment and decrement buttons to set a desired value. You can create up to 5 subapplications at a time.

  2. Review the details in the New Subapplications section and enter details for each copy of the subapplication:

    Elements on the Apply for Subapplication page - New Subapplications section.

    Element Description

    Applicant

    Select the applicant using the lookup prompt.

    For registered users, the applicant detail will be copied over from the source application and can't be changed.

    Application Type

    Search and select the application type using the lookup prompt.

    Description

    Enter any detail to update the description for new application.

    Copying

    Select the details you want to copy from the source primary permit application:

    • Application Details

    • Contacts

    • Contractor

    • Property

  3. Click Save. The modal window closes and the Transactions page refreshes to list the newly added subapplications in Pending status. The new subapplications are automatically linked to the source primary permit. You can click on the record to open the application, make changes, review, and submit.

    Note: If you are creating only one subapplication, then the application intake form opens for you to make updates, review, and submit it.

Linking Subapplications to Primary Permit

You can link existing permit subapplications to your primary permit application using the Link Permits page.

Access the Link Permits page from any of these locations:
  • Linked Permits page: Click the Link Subapplication button.

  • Primary permit's Overview page: Click the Action menu and select Link Subapplication..

  • Permit list page: Click the View Subapplication link in the primary permit record.

  • Worklist - Incoming Tasks: Click the View Subapplication link in the primary permit record.

  1. The Link Subapplication page lists only the non-primary permit applications that are associated with the property selected in the intake form. The header displays the current permit application ID, property, and the Primary badge. To view eligible permits from all the available properties, enable the All properties check box. Enable the All statuses check box to view all permits other than in statuses—canceled, withdrawn, or denied. You can click the application link to open the application detail in a new tab of your browser.

  2. Select one or more applications using the check boxes and click Save.

Use the Search field to find a specific primary permit application. Click the Display Settings icon to personalize the grid to suit your own preference. For details, see Personalizing Grid Displays.

See Linking Primary and Subapplications.